1.Detects new payment events
Integrate Stripe and payment processing tools to capture each successful payment and map subscription and customer details to CRM.
Log recurring donations from subscription payments to CRM
Automatically monitor successful Stripe subscription payments across Stripe and Salesforce. Create and update recurring donation records when subscription payment posts, new payment events arrive, or subscription identifiers appearβso you can keep donor histories accurate and avoid manual data entry.
How this automation keeps recurring donation records current
When subscription payments happen but CRM data lags, donor histories and finance reporting go out of sync. This automation captures payment signals from Stripe and creates or updates Salesforce contact and recurring donation recordsβso your team can stay current.
Stripeor swap with your favorite app
2.Filters to subscription payments
Integrate Filter by Zapier and routing rules to continue only when a subscription identifier is present to prevent one-off charges.
Filter by Zapieror swap with your favorite app
3.Finds or creates contacts
Integrate Salesforce and CRM contact matching to search by customer email and create or update the contact record.
Salesforceor swap with your favorite app
4.Finds or creates recurring donations
Integrate Salesforce and CRM data modeling to find or create a recurring donation tied to the contact by subscription identifier.
5.Updates opportunity stage optionally
Integrate Salesforce and CRM workflows to find a matching pledge or opportunity and update its stage for the posted payment.
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Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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